Barclays

Barclays Portfolio holdings

AUM $249B
1-Year Est. Return 29.74%
 

Barclays PLC, founded in 1690 by goldsmith bankers in London, is a British multinational financial institution headquartered in London, operating as one of the world’s oldest banks with a significant presence in investment banking, retail banking, and wealth management. Managing billions in assets, Barclays serves millions of customers globally through its retail arm (notably in the UK) and its investment banking division, which excels in trading, mergers and acquisitions, and capital markets, competing with Wall Street giants. The bank has navigated challenges like the 2008 financial crisis—opting for private funding over a government bailout—and has since focused on restructuring, digital innovation, and sustainable finance initiatives. With a rich history and a modern global footprint, Barclays remains a key player in both UK and international financial markets.

This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$71.1B
AUM Growth
+$8.44B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,680
New
Increased
Reduced
Closed

Top Buys

1 +$809M
2 +$675M
3 +$499M
4
GLD icon
SPDR Gold Trust
GLD
+$433M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$320M

Top Sells

1 +$486M
2 +$464M
3 +$412M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$336M
5
RTX icon
RTX Corp
RTX
+$285M

Sector Composition

1 Technology 15.77%
2 Financials 12.23%
3 Healthcare 11.25%
4 Consumer Discretionary 9.26%
5 Communication Services 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2026
$670K ﹤0.01%
7,584
+539
2027
$670K ﹤0.01%
10,043
-156,396
2028
$670K ﹤0.01%
83,737
+42,843
2029
$669K ﹤0.01%
14,385
+1,256
2030
$667K ﹤0.01%
10,778
-8,950
2031
$666K ﹤0.01%
34,476
-102,551
2032
$666K ﹤0.01%
14,094
+4,576
2033
$665K ﹤0.01%
51,116
+875
2034
$665K ﹤0.01%
11,532
+9,815
2035
$663K ﹤0.01%
6,649
+5,891
2036
$663K ﹤0.01%
18,750
2037
$660K ﹤0.01%
50,769
+15,921
2038
$657K ﹤0.01%
9,423
-14,032
2039
$657K ﹤0.01%
15,924
+2,583
2040
$657K ﹤0.01%
+35,543
2041
$655K ﹤0.01%
11,260
+685
2042
$654K ﹤0.01%
16,615
+2,292
2043
$654K ﹤0.01%
8,097
-18,863
2044
$653K ﹤0.01%
9,741
+715
2045
$652K ﹤0.01%
20,360
+7,052
2046
$651K ﹤0.01%
29,481
+10,477
2047
$651K ﹤0.01%
129,395
+102,244
2048
$650K ﹤0.01%
+14,000
2049
$650K ﹤0.01%
23,408
+7,341
2050
$650K ﹤0.01%
16,201
+1,627